Not FDIC Insured | No Bank Guarantee | May Lose Value
We're here to help you build more than just wealth.
Wealth management and financial planning may seem complicated, but we're here to help. Meet the team that you can call on to build long-term relationships, offer peace of mind, and deliver sound wealth management services.
James A. Shaffer, CTFA, is Senior Vice President, Managing Director of Wealth Management. He graduated from Penn State University and has spent the last 24 years working with individuals and businesses to craft investment plans related to retirement, education savings, and generational wealth transfer.
Julie A. Rodkey currently serves as Vice President and Senior Trust Officer for NNB Trust & Investments. She has been employed with The Northumberland National Bank for more than 23 years, and has spent the last 11 with NNB Trust & Investments.
Jared L. Roush is Vice President and Trust Officer of NNB Trust & Investments. He has been with The Northumberland National Bank for almost 20 years, and has been with Wealth Management services for the last eight years. In 2019, Jared earned his CTFA (Certified Trust and Fiduciary Advisor) certification from the American Bankers Association.
Ann M. Conrad currently serves as Vice President and Trust Tax and Compliance Officer for NNB Trust & Investments. Ann has worked in the Wealth Management and Trust Services industry for more than 40 years, and has been in her current position with NNB for seven years.
Jennifer L. Keim is Vice President Trust Operations Manager. Jen has worked at NNB since 2003 and has been with NNB Trust & Investments since 2005. She also has five years of experience in banking.
Bonnie L. Lowe is a Trust Operations Assistant for NNB Trust & Investments. Bonnie has worked in the banking industry for over 30 years and has been in her current role with NNB for 10 years.
Chantal L. Klosner serves as a Trust Operations Assistant for NNB Trust & Investments. Chantal has worked in the wealth management and trust services industry for over 12 years, and has been in her current position with NNB for six years.